Jamin Ball@jaminballGoogle Cloud knocked it out of the park again. They're now at a ~$99B run rate growing 82% YoY. Another MASSIVE jump in YoY growth Quarterly YoY growth trends below $GOOGOpens with an observation
Jamin Ball@jaminballDifferent types of GPUs! Anthropic using from Colossus 1 and Colossus 2. Roughly 325k total, split into ~150k H100s ~50k H200s ~125k GB200s Google likely only using Colossus 2, all 110k being GB200s More recent hardware costs more!Opens with an observation
Jamin Ball@jaminballSnowflake quarter: - $942m rev (+28% YoY) vs $894m consensus (5% beat) - $909m next Q product rev guidance vs $894m consensus (2% raise) - Raised full year guide 2% from last Q - 127% net dollar retention - 26 months GM adj. CAC payback - 66% GM - 8% FCF Margin $SNOWOpens with an observation